Industry: Consumer Services

Motion Cleaning Machines Ltd

Motion Cleaning Machines Ltd (Motion CM) is a UK-based consumer services company that designs, manufactures, and distributes industrial-grade cleaning machines. A proud family-run business, it is currently led by Michael Russell, the Managing Director, whose grandfather founded the company.

Having already adopted Zoho CRM through another Zoho Partner, Motion CM saw the potential to do more with Zoho — but needed support beyond what their original partner could offer. They were referred to Goldstar IT to take the next step: migrating from SAGE to Zoho Books and setting up Zoho Inventory to unify their sales, finance, and stock processes. With growth on the horizon, the team needed a reliable partner to help structure their systems and support their transition with clarity and confidence.

Services Provided

  • Migrate from SAGE to Zoho Books
  • Setup and configure Zoho Inventory
  • Integrate finance, sales and operations functions

Zoho Apps

  • Zoho Books
  • Zoho Inventory
  • Zoho CRM

Project Highlights

Finance & Inventory Migration
Transition from SAGE to Zoho
Managed a clean, structured migration from SAGE into Zoho Books and Zoho Inventory — preserving financial accuracy and enabling full control over product and stock management.
System Integration
One connected Zoho platform
Integrated CRM, Books, and Inventory to eliminate silos — creating a single source of truth for customer data, orders, invoicing, and inventory tracking.
Client Support
Flexible, expert-led guidance
Provided responsive support and coaching — Motion CM had imported the inventory items themselves, Goldstar IT configured Zoho Inventory and made sure that it was mapped correctly to Zoho Books and Zoho CRM.

The Objective

While Motion CM had already implemented Zoho CRM with the help of a previous Zoho Partner, they faced limitations when expanding their digital transformation to cover finance and inventory. They sought expert assistance to:

  • Migrate from SAGE to Zoho Books – their legacy accounting software (SAGE) was wasn’t scaling and became disconnected from the rest of their operations and proving costly and inflexible.
  • Implement and configure Zoho Inventory – as a manufacturer and seller of industrial cleaning machines, the team needed a reliable way to track stock, orders, and fulfilment — integrated with their CRM and finance systems.
  • Ensure end-to-end integration across finance, sales, and operations – after outgrowing their existing set-up and as Motion CM were already using Zoho CRM, they wanted to extend into finance and inventory systems to support business growth.
  • Achieve accounting accuracy and operational visibility – Motion CM needed expert help, their original Zoho partner referred them to Goldstar IT for advanced support with Zoho Books and Inventory setup, configuration, and integration.

Goldstar IT’s role wasn’t just about setting up software — it was about empowering a generational business with clarity, confidence, and control. Our task was to take Motion CM’s existing Zoho CRM setup and build out a finance and inventory solution that matched their operational complexity. We helped them move beyond disconnected tools by configuring a streamlined Zoho environment — one that worked seamlessly across teams and reflected how the business actually runs.

The Solution

Goldstar IT engaged Motion CM through a phased approach, blending technical implementation with commercial and accountancy expertise.

Discovery & Migration Planning

  • Audited SAGE data and planned a clean transition to Zoho Books.
  • Reviewed CRM setup to align future integrations.

System Setup & Integration

  • Implemented Zoho Books, including chart of accounts, VAT handling, and financial year setup.
  • Configured Zoho Inventory with product definitions, warehousing logic, and despatch workflows – mapping of items to correct codes for better reporting and opening stock reconciliation.
  • Linked Zoho CRM, Zoho Books, and Zoho Inventory to create an automated, end-to-end platform.
  • Overcome the challenges of corrupt data from SAGE before bringing into the Zoho ecosystem.

Ongoing Support

Delivered flexible support for:

  • Financial reporting alignment.
  • Data and sync troubleshooting.
  • Staff training and onboarding.
  • Defined Permissions and control per user.

This wasn’t about a one-off implementation. It was about supporting a legacy business like Motion CM as they evolved their systems — and being the trusted partner that gave them the clarity, control, and confidence to grow with Zoho.

“This transformation wasn’t just about switching systems—it was about preparing our family business for the future. Goldstar IT’s expertise and support gave us the confidence we needed every step of the way.

Moving to Zoho Books brought huge advantages—not only did it eliminate the complexity and cost of SAGE, but it also meant we could bring our finance and inventory systems into the same ecosystem as our CRM. Because our team was already comfortable with Zoho, onboarding was smooth and intuitive. We now have one connected platform that’s easy to use, quick to adapt, and ready to grow with us.”
Michael Russell, Managing Director, Motion CM

The Outcome

Goldstar IT provided the structure, expertise, and flexibility Motion CM needed to move forward with confidence. By aligning Zoho Books and Inventory with their existing CRM setup, we delivered a connected system that reflects how the business operates — and laid the foundation for smarter, more scalable growth.

Thanks to Goldstar IT, Motion CM successfully:

  • Established a scalable system fit for future growth.
  • Transitioned away from SAGE with minimal disruption.
  • Gained real-time visibility across accounts, stock, and sales.
  • Improved data accuracy and process efficiency

Motion CM now benefits from a streamlined, unified platform that supports both legacy and innovation. Whether you’re a family-run operation or an expanding enterprise, Goldstar IT offers the clarity and confidence needed to transform your business through Zoho.

Are you in Motion CM’s shoes? Let’s talk.
If you’ve made the move to Zoho but still feel like parts of your business aren’t quite connected — you’re not the only one. Whether it’s syncing your inventory, refining your accounts, or making Zoho work the way you work, Goldstar IT is here to help.

👉 Book a conversation with us — and start getting more from your Zoho investment, faster.


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